Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,400 | $165,361-62.3% | $149,715-58.3% | $158,950-60.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 703.52% | 348.24%+355.3pp | 276.66%+426.9pp | 302.91%+400.6pp |
| Employer contribution / active EE | $15,929 | $5,103+212.1% | $4,645+242.9% | $4,762+234.5% |
| Participant deferral / active EE | $20,268 | $7,182+182.2% | $6,842+196.2% | $5,983+238.8% |
| Admin fee / account holder | $467 | $10,808-95.7% | $9,310-95.0% | $11,248-95.8% |